Pharis Otieno

Analytical and metrics driven Financial Analyst with progressive experience in corporate financial modeling, data analytics, and FP&A functions. Proven track record of leveraging Advanced Excel and Power BI to automate complex corporate reporting, build dynamic valuation models, and deliver actionable insights that optimize profitability. Strong competence in variance analysis and forecasting, with a history of partnering with cross functional sales and management teams to streamline workflows, uncover budget leaks, and guide strategic acquisition decisions.

FP&A Analyst at Viories Technology (2025-09 – Present)

• Business Intelligence: Automated monthly management reporting suites using Power BI, successfully cutting department report generation turnaround times by 40%.
• Sensitivity Modeling: Formulated exhaustive sensitivity analysis models for a proposed Kshs 50,000 corporate acquisition.
• Executive Risk Advisory: Supplied executive leadership with detailed best-case and worst-case performance scenarios to actively direct final transactional bid strategies

Finance Analyst at Phitec Supplies (2025-04 – 2025-08)

• Dynamic Valuation: Constructed an interactive, live updating Discounted Cash Flow (DCF) model within Microsoft Excel to map corporate asset value.
• Margin Optimization: Pinpointed deep operational cost-saving vectors, actively contributing to a measurable 15% increase in gross profit margins.
• Process Structuring: Standardized historical transactional records to secure clean data feeds for ongoing corporate variance tracking

FP&A Analyst - Intern at Entrice Ventures (2024-05 – 2024-09)

• Variance Auditing: Conducted granular evaluations of monthly actual vs. budgeted spend, accelerating overall organizational forecasting precision by 20%.
• Strategic Growth: Isolated and diagnosed core root causes behind a historical downward sales trajectory, applying data strategies that drove a 10% expansion in revenue.
• Cross Functional Analytics: Teamed up with the corporate Sales department to build and launch an optimized Customer Acquisition Cost (CAC) dashboard to direct marketing spend efficiency.

Intern at Fidelity Insurance (2023-01 – 2023-03)

• Audit Preparation: Engineered systematic tracking sheets to monitor rolling collections and financial data streams, generating validated documentation to accelerate annual tax preparation.
• Advisory & Underwriting: Guided active clients through insurance product structures, providing precise coverage calculations and comparative pricing matrix tasks.

Intern at Madison Insurance (2022-05 – 2022-08)

• Workflow Automation: Drafted advanced Excel macros and conditional calculation matrices, freeing up 4 hours per week of manual data entry labor.
• Portfolio Retention: Steered renewal pipelines for a dedicated regional client roster, hitting a 12% customer retention benchmark via targeted data tracking.

Bachelor of Commerce in Finance – Machakos University

QuickBooks Certification

KCSE Certificate – Barding Boys High School